See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,044 | $177,572+72.9% | $154,803+98.3% | $142,382+115.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.47% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $19,276 | $4,810+300.7% | $4,305+347.7% | $4,299+348.4% |
| Participant deferral / active EE | $15,338 | $6,272+144.6% | $5,540+176.8% | $6,507+135.7% |
| Admin fee / account holder | $3,571 | $16,786-78.7% | $14,329-75.1% | $12,624-71.7% |